The Quote Number field shipped with Salesforce CPQ cannot be modified. Consider creating a custom quote name field in its place. Note that any functionality that directly references Quote Number (i.e. Name) will not be able to reference the new field.
How do I change the fields displayed in the quote line editor?
While you can Add Fields to the Quote Line Editor Field Set to change what fields are displayed, you can also use the Salesforce CPQ Special Field, EditLinesFieldSetName, to create a field on the Quote object to dynamically display different Quote Line Field Sets (or column headers) in the Quote Line Editor.
How to merge duplicate leads in Salesforce classic?
Merge Duplicate Leads in Salesforce Classic Select a Forecast Rollup Method in Collaborative Forecasts Project Sales with Collaborative Forecasts Share Forecasts and Manage Shared Forecasts Partner Portal User Opportunities in Collaborative Forecasts Collaborative Forecasts: What’s Different or Not Available in the...
How do I use Salesforce for wealth management?
Navigate the Salesforce for Wealth Management App Salesforce for Wealth Management Reports and Dashboards Salesforce for Wealth Management Set Up Salesforce for Wealth Management Managing Wealth Management Clients Manage the Know Your Client Approval Process Add a Skill Via Record Detail Pages Endorse a Skill Via Record Detail Pages
What are the limitations of Salesforce CPQ?
Considerations for Activation Limitations Salesforce CPQ Reduction Orders Limitations Editing and Deletion Limitations for Order Products Order Fields Order Product Fields New Order Save Behavior Enable New Order Save Behavior Manage Accounts and Contacts Accounts Manage Accounts Share Accounts Merge Duplicate Accounts
How do I change a quote in Salesforce?
Click Sort in the Quote Line Items related list. In Salesforce Classic, use the arrows to sort line items. In Lightning Experience, drag line items into the order you want....Required Editions and User PermissionsClick New Quote on the Quotes related list on an opportunity. ... Complete the fields.Save your changes.
How do I change the primary quote in Salesforce?
How to change the Opportunity on a Salesforce CPQ QuoteNavigate to the quote. If the quote is marked as Primary, uncheck the quote checkbox field.Create a new opportunity record.Update the quote field Opportunity to look up to the new opportunity.Check the Primary checkbox on the quote to sync the two records.
How do I set up quotes in Salesforce?
Set Up QuotesFrom Setup, enter Quote in the Quick Find box, then select Quote Settings (Lightning Experience) or Quotes Settings (Salesforce Classic).Select the option for enabling quotes.To display the Quotes related list on the standard opportunity page layout, select Opportunity Layout .More items...
How do I create a quoted object in Salesforce?
Create and Manage QuotesClick New Quote on the Quotes related list on an opportunity. The Subtotal , Discount , Total Price , and Grand Total fields show values from the opportunity.Complete the fields.Save your changes. A unique quote number is added.
Can Salesforce generate quotes?
Generating Quotes in Salesforce allows us to collect information from products and price books which are collected in to opportunities. Generating quotes is salesforce are done only in PDF format and sending the PDF quotes through email to a customer.
Can an opportunity have multiple quotes?
An opportunity can have multiple quotes, but it can sync with only one quote at a time.
How do I create a custom quote template in Salesforce?
From Setup, enter Templates in the Quick Find box, then select Quote Templates (Lightning Experience) or Templates under Quotes (Salesforce Classic). Click New, and then select a template, such as Standard Template , on which to base your new template. Give your new template a name, and then click Save.
How do I generate a quote from an opportunity in Salesforce?
1:295:07Salesforce Lightning Quote Creation - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo the first thing we need to do is add the line item so we'll click add products. And you can haveMoreSo the first thing we need to do is add the line item so we'll click add products. And you can have different price books you know if you're selling to a high volume low volume. Government nonprofit
How do I create a quote in Salesforce CPQ?
Navigate to an Opportunity. Click New Quote. Verify that the layout is accurate and the predefined field values ('Account', 'Opportunity' 'Sales Rep', 'Primary', etc) have been set. Create the Quote and click Save.
Can we create a quote without opportunity in Salesforce?
By default, Quote has master-detail relationship with Opportunity . So, a quote cannot exist without a parent opportunity.
What is the difference between opportunity and quote in Salesforce?
So to recap, a quote is both the document you give the customer and the electronic record of quote data. Your opportunity is where you go to create a new quote. You can create many quotes on that opportunity, but only one can be your primary quote.
What is quote line item in Salesforce?
Quote is a layer that displays opportunities and opportunities items. By presentation layer, I mean the ability to produce a well-formatted PDF. There's also a template that's similar to a page layout editor that we'll go through in a separate section on how to arrange the details to present back to your client.